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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (74775)1/5/2024 6:01:34 AM
From: Sisyphus  Read Replies (2) of 78937
 
Hi Paul,

Think you made the right move. Maybe think about selling your whole position?

Admittedly it looked attractive at first glance from a valuation perspective.

Their inability to translate top-line growth into consistent or expanding gross profit margin, however, over the last 10 years makes it difficult to see how it would outperform Treasury Bills or any proxy ETF, such as SGOV, over the next decade.



Thank you for sharing,

Sisyphus

P.S. KW is a mess. Wouldn't even waste a tracking position on it. The CEO can't be trusted. He paid himself $16mm in 2022 when the company only generated $33mm in cash from operations.
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